San Diego Oasis Sponsors
San Diego Oasis is pleased to partner with the following organizations who generously support our mission.
We encourage our members to regularly visit their websites for current information and resources, and to sign up for their classes/workshops.
SAN DIEGO GAS & ELECTRIC
SDG&E offers residential lighting tips, no-cost and low-cost savings tips, residential incentive programs, electric vehicle incentives, pricing plans, and more.
Medical devices in your home? SDG&E may be able to help.
If you or someone in your household has a qualifying medical condition or a need for certain medical devices, you may qualify for the Medical Baseline Allowance Program. Apply today to see if you can receive more electricity at a lower rate. Medical Baseline can help you save! Learn more here>>
New classes coming soon!
THRIVENT FINANCIAL
Thrivent Financial is pleased to offer Oasis members classes on finance, retirement strategies, and current market perspectives. Free one-on-one consultations are offered regularly; if the times don’t work for you, you can make an appointment, no strings attached. Simply call or email Annie Gristina:
Email: [email protected] | Phone: (858) 455-5227
LA MESA CLASSES
New classes coming soon!
RANCHO BERNARDO CLASSES
How Taxes Affect Your Retirement
Anthony Camara, CFP®, MBA
When you retire, you leave behind many things— the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is a tax bill. When you understand how investments are taxed and set strategies accordingly, you can make decisions that help keep income taxes in check.
- How to be tax-efficient in your current bracket.
- How Social Security is taxed.
- Ways to create tax-free retirement income.
2289 | Mon., June 22 | 1:00 PM | $5
Social Security
Anthony Camara, CFP®, MBA
When should you apply for social security? How can you maximize your benefits? How will this affect your spouse? Answering these questions is important as mistakes can be costly. Join us to learn the answers, as well as how to manage the key risks all retirees face: outliving their income, inflation, and unpredictable events.
2288| Mon., June 22| 11:00 AM | $5
Thrivent One-on-One
Anthony Camara, CFP®, MBA
Make an appointment for a free, 30-minute, one-on-one confidential financial consultation, no strings attached. Appointments are available from 10:00 AM to 1:00 PM. Topics include planning for retirement, reviewing your current investment strategy & fees, tax implications on your financial plan and other financial concerns you may have.